Eliminate Inbox Clutter with Centralized Communications
Keep requesters and internal team members in the loop every step of the way—without the inbox fatigue.
Never Lose Another Email
Never lose track of a requester email or forget to send an important update. Send automated or manual correspondence, communicate internally, and view it all neatly alongside the request.
In-App Correspondence Benefits
Problems with Manual Emails
- Overflowing, disorganized inbox
- Missing deadlines to update requesters on the status of the request
- Communications scattered between emails, chat messages, paper memos, etc.
- No transparency into emails in other staff members' inboxes
- Requesters feel in the dark
- Inconsistent messages to requesters
- Typing out the same messages over and over
But In-App Correspondence...
- Neatly contains all communications with the request
- Sends tracking notifications automatically
- Improves compliance by sending automated notices about receiving the request, timelines, fees, and other required information
- All conversations are easily viewable, timestamped and archived.
- Keeps requesters in the loop
- Standardizes language needed for compliance purposes
- Uses templates to reduce typing and copy/pasting
Correspondence Capabilities
Internal Discussions
Easily communicate with other departments working on a request.
Templates
Spend less time typing the same emails over and over. Create templates for status updates, fee notices, requests for clarification, or other common tasks.
Tokens
Automatically insert information such as the requester’s name or address into an email—no copy/pasting required.
Automatic Updates
Need to acknowledge receipt of a request or send other updates for compliance? Automated correspondence takes that off your to-do list.
360-Degree View of Communications
All conversations (both internal and with requesters) are easily viewable, timestamped, and archived.
Email Notifications
Choose whether you want email notifications about new correspondence or want to only view them in the app.
Watch Correspondence Templates in Action
With templates, you can simplify and standardize common communications with requesters, like:
- Clarification Needed
- No Responsive Documents
- Invoice Notification
The template automatically fills out the subject line, email body, and signature—even pulling in data like the requester’s name.
Watch the video to see it in action!
What Our Clients Say...
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